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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-02-23 |
| MO | RA | APPROVED | 2021-02-18 |
Branch Locations
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
1 Mercantile, Suite 750, Worcester, MA 01608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Worcester | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Worcester | MA | 11/2016 | 09/2019 |
| The Berry Group | Worcester | MA | 09/2019 | 02/2021 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 02/2021 | 06/2021 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 07/2021 | Present |
CUTTYHUNK ISLAND GOSNOLD, MA; SELECTMAN; START DATE 5/2014 (2ND TERM BEGINS 5/22/2017); 8 HRS PER MONTH; 8 HRS DURING TRADING; DUTIES: MANAGE TOWN AFFAIRS, HOLD TOWN MEETINGS, PROVIDE OVERSITH TO ALL DEPARTMENTS, AND REVIEW BILLS TO BE PAID, BUILDING PERMITS, FOOD VENDOR PERMITS, ETC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1980-08-28 |
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